In this episode, Vic and Marcus cover a wide range of topics including the current state of the U.S. economy, rising tensions and negotiations around tariffs between the U.S. and China, the volatility of the housing market, and recent VC activity across healthcare, nutrition, and biotech. They discuss the Greater Nashville Private Capital Association event, trends in venture capital funding, the impact of political decisions on biotech innovation, Medicaid policy changes, the attack on PBMs, retail pharmacy challenges, healthcare earnings updates, and developments in AI regulation and corporate actions.

Links

3:32 - - Fed, Tariff Fears Send Dow Down More Than 900 Points WSJ

4:02 - Tech Shares Drive Stocks Higher for a Third Straight Session WSJ

4:52 - White House Considers Slashing China Tariffs to De-Escalate Trade War WSJ

6:44 - Bessent says China tariffs are not sustainable as US signals willingness to de-escalate Reuters

7:23 - DHL Suspends High-Value Deliveries to U.S. Consumers Amid Tariff Turmoil WSJ

9:06 - Home Sales in March Fell 5.9%, Biggest Drop Since 2022 WSJ

11:27 - Gold Hits $3,500, Setting Another Record, as Investors Remain Uneasy NYT

13:11 - Nutrition counseling startup Nourish clinches $70M to expand services Fierce Healthcare

14:03 - Healthee lands $50M to streamline benefits Axios

15:20 - Superpower scores $30M to offer personalized health testing Fierce Healthcare

17:58 - Overture Life raises $20.6M for IVF automation Axios

19:38 - HCA veterans raise $10 million to launch PathPoint Health NBJ

21:08 - Biolinq raises $100M Series C for glucose monitoring device Axios

22:11 - Trump’s FDA Sends a Bullish Signal to Biotech WSJ

24:39 - The True Origins of Covid-19 White House

31:30 - Congressional Republicans signal on Medicaid cuts HFMA

34:17 - RFK Jr. Unveils Plan to Phase Out Artificial Food Dyes WSJ

36:02 - In a reversal, the Trump administration restores funding for women's health study NPR

37:12 - Arkansas governor signs bill banning PBMs from owning pharmacies Healthcae Finance

39:34 - Arkansas PBM law could spur lookalike restrictions Axios

39:42 - Judge Rules Google Operates Illegal Ad Monopoly WSJ

42:20 - Justice Department Urges Tough Action to Break Google’s Search Dominance WSJ

46:19 - A Startling Admission From a G.O.P. Senator: ‘We Are All Afraid’ NYT

50:13 - Elevance Health execs seek to ease Wall Street's concerns about elevated MA costs Fierce Healthcare

52:56 - Centene boosts revenue guidance for 2025 as it brings in $

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